DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Curran Financial Partners, LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kyle Ryan Conner | Curran Financial Partners, LLC independent RIA | Dba Big Money Retirement And Big Retirement independent RIA | RIA to RIA | Oct 29, 2024 | Oct 27, 2025 (363 d) |
| Matthew Dawson | Curran Financial Partners, LLC independent RIA | Edward Jones national BD | RIA to affiliated broker-dealer or bank | Oct 31, 2023 | Apr 9, 2024 (161 d) |
| Paige Rita Smith Ducey | Curran Financial Partners, LLC independent RIA | Bull Harbor Capital LLC. no RAUM | RIA to a newly registered adviser | Jun 22, 2023 | Aug 3, 2023 (42 d) |
| Daniel Grey Gregory | Curran Financial Partners, LLC independent RIA | Wells Fargo Advisors wirehouse | RIA to wirehouse | Apr 6, 2023 | Aug 8, 2023 (124 d) |
| Ryan Patrick Asher | Curran Financial Partners, LLC independent RIA | Sovereign Financial Group, Inc. independent RIA | RIA to RIA | Apr 18, 2022 | Jul 25, 2023 (463 d) |
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5 moves match.